SOUtilities · Utilities - Regulated ElectricThe 23 Wall Street analysts covering The Southern Co. hold a median 12-month price target of $97 — +3.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 48 of 100 as at 4 Nov 2026 — in the lower half.
Consensus tells you what everyone already believes. The model scores The Southern Co. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (97): The share price has been relatively steady.
Issuance (27): The company has been issuing shares or taking on financing, diluting existing holders.
Size (2): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on SO, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +3.6% from it.
Of the 20 most recent actions, 1 moved their price target up and 10 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 22 Oct 2026 | HSBC | Initiates | Buy | $100 |
| 21 Oct 2026 | Morgan Stanley | Maintains | Underweight | $85 → $84 |
| 20 Oct 2026 | Jefferies | Maintains | Hold | $96 → $95 |
| 16 Oct 2026 | Barclays | Maintains | Equal-Weight | $101 → $92 |
| 15 Oct 2026 | Truist Securities | Maintains | Hold | $97 → $93 |
| 13 Oct 2026 | JP Morgan | Maintains | Neutral | $101 → $94 |
| 13 Oct 2026 | JP Morgan | Maintains | Neutral | — |
| 13 Oct 2026 | Keybanc | Maintains | Underweight | $79 → $74 |
| 13 Oct 2026 | Keybanc | Maintains | Underweight | — |
| 25 Sept 2026 | Citigroup | Maintains | Buy | — |
| 25 Sept 2026 | Citigroup | Maintains | Buy | $114 → $104 |
| 18 Sept 2026 | Morgan Stanley | Maintains | Underweight | — |
| 18 Sept 2026 | Morgan Stanley | Maintains | Underweight | $89 → $85 |
| 21 Aug 2026 | Morgan Stanley | Maintains | Underweight | $92 → $89 |
| 21 Aug 2026 | Morgan Stanley | Maintains | Underweight | — |
| 13 Aug 2026 | Truist Securities | Maintains | Hold | $100 → $97 |
| 13 Aug 2026 | Truist Securities | Maintains | Hold | — |
| 27 July 2026 | BMO Capital | Maintains | Outperform | $102 → $104 |
| 27 July 2026 | BMO Capital | Maintains | Outperform | — |
| 23 July 2026 | Keybanc | Downgrade | Underweight | $79 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
SO appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, The Southern Co. returned +3.7% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 34% of US stocks
Cheaper than 33% of US stocks
Cheaper than 33% of US stocks
Cheaper than 28% of US stocks
Higher than 28% of US stocks
Higher than 68% of US stocks
Higher than 63% of US stocks
Higher than 87% of US stocks
Higher than 78% of US stocks
Higher than 67% of US stocks
Higher than 67% of US stocks
Higher than 88% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
The Southern Co. has a market value of $107.8B and an enterprise value of $185.7B.
Revenue in the twelve months to 30 June 2026: $30.2B. The latest quarter grew 0.1% year on year.
Net income over the same four quarters: $4.6B, a 15.2% net margin.
Diluted earnings per share, trailing twelve months: $4.15.
Free cash flow in the twelve months to 30 June 2026: −$3.3B.
The Southern Co. spent $3.1B on dividends in the twelve months to 30 June 2026.
Trailing P/E: 22.7×; forward P/E: 19.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.24%, paying out 72% of earnings.
The Southern Co. employs 29,502 people — $1.0M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own The Southern Co. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research identified PPL, EVRG, SO and DUK as utility stocks it considers well-positioned to surpass earnings estimates in the current reporting cycle.
Why it matters — The item specifically includes Southern Co. among four utilities expected by Zacks to exceed earnings estimates this reporting cycle.
A Barron’s item says data centers are becoming a ballot issue, as polls find that Americans view them as raising home energy costs and harming the environment.
Why it matters — The excerpt highlights public concerns about data centers that may be relevant to watchers of Southern Co.
Southern Company’s Q3 earnings are expected to benefit from rising data center demand, higher electricity sales and customer growth, while elevated expenses may weigh on profitability.
Why it matters — SO watchers may track how demand and customer growth balance against higher expenses in the company’s Q3 results.
Zacks Investment Research previews Southern Co.’s expected performance for the quarter ended September 2026, focusing on key metrics beyond standard Wall Street revenue and earnings estimates.
Why it matters — The discussion offers SO watchers additional metrics to consider when assessing the company’s upcoming quarterly performance.
The article discusses three utility stocks that could generate $1,052 in monthly dividend income from a $300,000 investment, framing dividends as a way to cover expenses in retirement without selling shares.
Why it matters — A Southern Co. watcher may care because the item concerns utility stocks and dividend income, though the excerpt does not identify SO as one of the three stocks.
The 23 Wall Street analysts covering The Southern Co. have a median 12-month price target of $97, with estimates ranging from $74 to $112. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 23 analysts covering The Southern Co., 8 rate it a Buy, 12 a Hold and 3 a Sell. Ticker Nerd's systematic factor model ranks The Southern Co. 48 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, The Southern Co. ranks 48 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (97 of 100).
No one can know that. What the data says: the median 12-month target from 23 analysts implies +3.6% from the last close, and Ticker Nerd's factor model ranks The Southern Co. 48 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering The Southern Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for SO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $74 to $112 over the next 12 months.
The Southern Co. returned +3.7% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
The Southern Company is a utility holding company that provides electricity and natural gas services across the United States. Through its subsidiaries, it serves retail and wholesale electric customers, operates power generation and battery energy storage assets, and develops distributed energy solutions such as microgrids for commercial, industrial, government, and utility users.
The most recent item we track (Zacks Investment Research, 4 Nov 2026): "4 Utility Stocks Set to Outperform Q3 Earnings Estimates This Season". Zacks Investment Research identified PPL, EVRG, SO and DUK as utility stocks it considers well-positioned to surpass earnings estimates in the current reporting cycle.
The Southern Company is a utility holding company that provides electricity and natural gas services across the United States. Through its subsidiaries, it serves retail and wholesale electric customers, operates power generation and battery energy storage assets, and develops distributed energy solutions such as microgrids for commercial, industrial, government, and utility users. The company also manages regulated natural gas distribution in several states and offers energy-related services that support reliability, resilience, and infrastructure needs. In addition, The Southern Company has business interests in telecommunications and fiber-based connectivity. Headquartered in Atlanta, Georgia and founded in 1945, The Southern Company plays a central role in regulated energy delivery, wholesale power supply, and essential utility infrastructure.
CEO Mr. Christopher C. Womack · 29,502 employees · United States · https://www.southerncompany.com
